Stratos Wealth Partners’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History

Stratos Wealth Partners’s Portfolio IBDV Stock Details IBDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.66M	Buy	213,579 +43,067	+25%	+$940K	0.05%	365
2026 Q1	$3.73M	Buy	170,512 +66,190	+63%	+$1.46M	0.04%	393
2025 Q4	$2.3M	Buy	104,322 +71,737	+220%	+$1.59M	0.03%	507
2025 Q3	$722K	Buy	32,585 +14,979	+85%	+$330K	0.01%	881
2025 Q2	$387K	Sell	17,606 -23,335	-57%	-$505K	0.01%	1032
2025 Q1	$889K	Buy	40,941 +982	+2%	+$21.1K	0.01%	704
2024 Q4	$854K	Buy	39,959 +4,450	+13%	+$96.2K	0.01%	756
2024 Q3	$787K	Buy	35,509 +373	+1%	+$8.14K	0.01%	770
2024 Q2	$747K	Sell	35,136 -1,791	-5%	-$37.8K	0.01%	758
2024 Q1	$790K	Buy	36,927 +4,718	+15%	+$101K	0.01%	731
2023 Q4	$697K	Buy	32,209 +8,067	+33%	+$167K	0.01%	747
2023 Q3	$492K	Buy	+24,142	New	+$503K	0.01%	824

Other funds holding IBDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Stratos Wealth Partners's IBDV Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares iBonds Dec 2030 Term Corporate ETF (IBDV) stake by 25% in Q2 2026, buying an estimated $940K and bringing the position to 213,579 shares worth $4.66M. The position accounts for 0.05% of the portfolio, ranked #365.

Stratos Wealth Partners first reported a position in IBDV in Q3 2023 and has held it in 12 quarters since. 350 funds tracked by Wall St. Rank hold IBDV as of Q2 2026.

Stratos Wealth Partners held 213,579 shares of iShares iBonds Dec 2030 Term Corporate ETF worth $4.66M as of Q2 2026.
Stratos Wealth Partners bought 43,067 iShares iBonds Dec 2030 Term Corporate ETF shares in Q2 2026, an estimated $940K.
iShares iBonds Dec 2030 Term Corporate ETF made up 0.05% of Stratos Wealth Partners's portfolio in Q2 2026, its #365 holding.
Stratos Wealth Partners first reported a position in iShares iBonds Dec 2030 Term Corporate ETF in Q3 2023 and has held it in 12 quarters since.
350 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Corporate ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.